Northwood Investment Partners, LLC

Overview

Northwood Investment Partners, LLC is a small, client-focused registered investment adviser that concentrates on equity-centered portfolio management for individuals, families and small businesses, with additional work for business and institutional accounts. The firm charges a combination of percentage-of-assets and performance-based fees, and its practice emphasizes active management of exchange-traded securities delivered through separately managed account structures. Northwood does not present itself as an ESG-focused manager and does not act as a capital allocator; instead it implements portfolios using liquid, publicly traded instruments and selected third-party managers for alternative exposure. Investment activity shows a clear preference for public equities, with the team constructing portfolios predominantly from exchange-traded equities—both individual stocks and ETFs—while using third-party alternatives for limited real estate exposure. The adviser appears geared toward customized, account-level management rather than large pooled products, which fits its client base of high-net-worth individuals and small institutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices